OUR TEAM

Jenny uses her background in employee benefits to service our 401k and 403b clients, taking ownership of Riverside's client service process. 

She serves as a day-to-day contact for Plan decision makers and their employees and enjoys assisting participants with navigating account rollovers, plan enrollment and more.

Jenny received a Bachelor of Science from the University of Connecticut School of Business and Master of Business Administration from Marist College. Prior to joining Cy in the financial services industry in 2015, she spent over 10 years in marketing and account management within the Pharmaceutical and Healthcare industries. She currently resides in West Hartford, Connecticut with Cy and their two children. In her free time, she enjoys yoga, spinning, skiing and hiking with her family.

Working in the retirement industry for the last 10 years, Adam has come to know the struggles and needs of employers, participants, and plan administrators alike. As a retirement plan consultant, he is passionate about bringing these perspectives together to provide solutions that are suitable for all definitions of plan success. He is well versed in DOL/ERISA regulations, mutual fund selection and analysis, participant education, compliance testing, third party relationships, plan design, and achieving cost effective solutions.  When Adam is not at the office, he can be found spending time with his wife, their dog and training for Ironman triathlons.

Tom founded Riverside Investment Services, LLC in 2006 after beginning his career as a financial advisor in 1999. As an advisor, Tom creates customized investment portfolios for his clients to help them achieve their personal financial goals. Tom is also a Bristol, CT native dedicated to his community. He serves as City Treasurer of Bristol as well as the Chairman of the City of Bristol Retirement Board to direct the investment policy and allocation of the City's $600 million pension funds.

Jill's career in the financial services industry began in 1993, and she works alongside Tom in supporting Riverside's wealth management team. Jill excels at bringing vital perspective and prudent strategies to each client's unique financial situation and enjoys helping clients gain greater confidence in their financial futures. 

Jon brings over eighteen years of compliance experience and is a graduate of Northeastern University. He holds Series 7, 24, 53, 63, and 65 licenses and supports every aspect of the firm's compliance needs.

Maggie works closely with the Riverside Team to manage retention of individual client advisory agreements.  She also support back-office processing  of tasks inlcuding accounts receivable.